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Disciplined Investments’s KBR KBR Stock Holding History

Disciplined Investments’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21
Closed -$1.37K – 852
2023
Q2 		$1.37K Buy
21
+1
+5% +$60 ﹤0.01% 825
2023
Q1 		$1.1K Hold
20
– – ﹤0.01% 915
2022
Q4 		$1.06K Buy
20
+1
+5% +$50 ﹤0.01% 880
2022
Q3 		$1K Sell
19
-4
-17% -$197 ﹤0.01% 962
2022
Q2 		$1K Buy
23
+3
+15% +$148 ﹤0.01% 982
2022
Q1 		$1K Buy
+20
New +$972 ﹤0.01% 1039

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Disciplined Investments's KBR Position: Q3 2023 in Review

Disciplined Investments sold out of KBR (KBR) in Q3 2023, closing a stake of 21 shares — an estimated $1.37K sold.

Disciplined Investments first reported a position in KBR in Q1 2022 and held it in 6 quarters. The position peaked at $1.37K in Q2 2023. 380 funds tracked by Wall St. Rank hold KBR as of Q3 2023.

  • Disciplined Investments reported no remaining KBR position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 KBR shares in Q3 2023, an estimated $1.37K.
  • Disciplined Investments first reported a position in KBR in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's KBR position peaked at $1.37K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held KBR as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.